Never start from scratch.
Real training, built by people who have actually done the work.
5-Star Service Digital Course
A self-paced professional development course for any admin working in a financial practice, not just admins placed through The Admin Collective. Created by our founder, a veteran admin with 13 years of industry experience, it sharpens communication, accuracy, and anticipation.
$297 Lifetime Access:
Step-by-step training videos, an interactive workbook,
and 8 specialized resources and tools.
Custodian Platform Training
One-on-one, live training for advisors and admins who are new to a custodian's platform. Our trainers actively support financial advisors and admin teams on these systems every day, so you get real, role-specific guidance rather than a generic manual.
Payment plans available.
Core Training, $1,200:
About 6 hours of live, one-on-one training covering navigation, account management, account opening and transfers, move money, and the client access portal.
Full Training, $1,750:
Everything in Core, plus about 9 total hours of live training, 3 hours of on-demand follow-up support, RMDs, reporting tools, and a compliance overview.
